Senior Salesforce Product Analyst

The Business Technology Team

This role joins the Business Technology organization and plays a critical part in realizing our vision to accelerate the delivery of business outcomes across Okta by driving clarity, collaboration, and accountability in everything we do.

We are seeking a dynamic and highly skilled Product Analyst with expertise in Salesforce Sales Cloud and CPQ (Configure, Price, Quote) processes with additional understanding of Service Cloud, provisioning, post-contract processes, and case management. This role is designed to drive improvements in the sales-to-support workflow, optimize Salesforce integrations with product systems, and enhance customer support operations.

The ideal candidate will collaborate closely with cross-functional teams to leverage data insights and identify opportunities for process improvement and efficiency gains. You will play a pivotal role in aligning business requirements with technology solutions to ensure seamless customer experiences and operational success.

Key Responsibilities:

• Salesforce Expertise:

• Leverage deep knowledge of Salesforce Sales & Service Cloud to enhance the CPQ process, provisioning, post-contract activities, and case management.
• Leverage marketing & sales systems and tools to the best possible extent and drive industry best practices for B2B enterprise automation technology innovations.

• Workflow Optimization:

  Analyze and optimize sales-to-support workflows to ensure smooth transitions from sales to post-sales support.

• System Integration:

  Work on integrating Salesforce with product systems, ensuring data flow and system interoperability for seamless operations.

• Process Efficiency:

  Drive process improvements by analyzing current systems, identifying bottlenecks, and implementing best practices for efficiency.

• Stakeholder Collaboration:

• Partner with business stakeholders, including sales, customer support, and product teams, to ensure the solutions meet operational needs.
• Be a great partner to help define roadmaps and business priorities across all domains

• Data-Driven Insights:

  Utilize data analytics to generate insights that guide decision-making and help enhance overall performance and customer satisfaction.

• Case Management & Support Operations:

  Improve case management processes to provide efficient, effective customer support, while leveraging automation tools and workflows.

• System Handson

  :
• Design and build solutions for Salesforce and related systems.
• Own system configuration and user setup as needed.

Qualifications:

• 5+ years of hands-on experience with implementing Sales, CPQ and Service cloud
• Strong understanding of Salesforce integrations, including between Salesforce and product systems.
• Configuration & Integration experience, including cross-functional processes.
• Problem-solving and critical thinking skills, technical understanding, and the ability to articulate complex ideas.
• Ability to collaborate effectively with various business teams and stakeholders.
• Self-starter that seeks solutions without being told. Delivers high-quality, accurate work on time.
• Strong problem-solving skills with a process improvement mindset.
• Experience driving the end-to-end lifecycle, from conception to launch as well as post-launch support